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Proposal Builder
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π Draft
π§ Owner
π Catalog
1 Β· Company
2 Β· Client
3 Β· Line Items
4 Β· Terms
5 Β· Send
π’ Company Branding
Shows on the client proposal header
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π’
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Company Name
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Phone
Email
Address / City
Website
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π€ Client Information
Client Name
Phone
Email
Service Address
Issue / Service Type
Proposal Date
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Default: 30 days from today
π§ Services & Parts
+ Service
+ Part
π Catalog
Category
Description
Qty
Unit
Unit Price
Total
Subtotal
$0.00
Tax (
%)
$0.00
π° Total
$0.00
π‘ Break out parts as separate line items β clients trust itemized quotes more than lump sums.
π Terms & Conditions
βΊ Reset Default
These appear at the bottom of the client proposal. Customize for your business.
π€ Preview & Send
π
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π€
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β¬οΈ
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π Copy Link
The client link encodes all proposal data β no server needed. They can view, accept, and print from the link.
π Live Preview
π€ Send Proposal
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β
π§ Send via Email
Opens your mail app with subject, body, and proposal link pre-filled
π¬ Send via SMS
Opens messages app with a short text + proposal link
π Copy Link Only
Copies the proposal link to your clipboard
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Proposal Link
π Copy
AC Diagnostic & Service Call
Annual Maintenance Tune-up
Refrigerant Recharge (R-410A)
Capacitor Dual Run 45/5 MFD
Single Pole Contactor 30A
Smart Thermostat Install
Blower Motor Replacement
Filter Replacement 16x25x1
Evaporator Coil Cleaning
Emergency Service Call
Labor (per hour)
Visit
Each
lb
Hour
Flat Rate